Stocks & Securities
A gift of appreciated stocks can help you avoid capital gains taxes.If you hold securities that have declined in value and would like to make a gift, it may be to your advantage to sell and perhaps generate a tax-deductible loss.
Shares and securities will be gifted to KUVO via the Rocky Mountain Public Broadcasting Network.
INFORMATION FOR YOUR BROKER:
Instruct your broker to deliver the shares via DTC (a standard practice of electronic transfer). Your shares will be gifted to KUVO via the Rocky Mountain Public Broadcasting Network.
Brokerage Account: Charles Schwab & Co.
Contact: Tara Murphy, 1-866-738-911
Account Name: Rocky Mountain Public Broadcasting Network
DTC #: 0164, Code 40
Account #: 22429116
Legal Name: Rocky Mountain Public Broadcasting Network, Inc.
Tax ID #: 84-0510785
Contact: Patricia Laverty
Please call 303-620-5706 to notify us of your stock gift and type (company name), as electronic stock transfers usually come to us without any donor identification.
Brokerage Fact Sheet
Contact Ryan Welch: 303-620-5730, firstname.lastname@example.org